Simplicity Solutions’s LPL Financial LPLA Stock Holding History

Simplicity Solutions’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.39M	Sell
2023 Q3	$1.48M	Buy
2023 Q2	$980K	Sell
2023 Q1	$925K	Buy
2022 Q4	$821K	Sell
2022 Q3	$831K	Buy
2022 Q2	$570K	Buy
2022 Q1	$467K	Buy
2019 Q3	–	Sell
2019 Q2	$210K	Buy